Waterbridge Infrastruc-cl A (WBI) 13F Investor Activity Report (Q2 2026)

WBI ranks #3456 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

WBI is a top-conviction position for Devon Energy Corp/de — at 34.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Horizon Kinetics Asset Management LLC has added to its WBI position for two straight quarters, increasing it by $125.4M to reach $262.2M today.

Israel Englander has trimmed its WBI position for two straight quarters, cutting it by $19.9M while still holding $10.0M.

WBI is up 2.6% today, and institutions have been net buyers of $713.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

WBI posted net income of $3.4M over the trailing twelve months.

• Profitable — net income of $3.4M over the trailing twelve months
• Revenue grew 102.7% year over year
• Generated $159.7M in positive operating cash flow
• Current ratio of 1.38x — below the conventional 1.5x liquidity buffer
• Liabilities run 3.08x equity — a highly leveraged balance sheet worth noting